crm-builder

crm-builder is a skill for Codex from san-npm/skills-ws. It costs 64 tokens per session (5,896 once invoked), scanned A, original, MIT.

A vendor-neutral blueprint for designing a customer-relationship system before choosing or configuring a specific CRM product.

In plain words
What is it for?
It helps design customer and company records, sales pipelines, lifecycle stages, lead scoring, duplicate handling, migrations, governance, and privacy requirements.
Why use it?
It helps define useful data and sales rules without being tied to HubSpot, Salesforce, or Pipedrive.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit It helps design customer and company records, sales pipelines, lifecycle stages, lead scoring, duplicate handling, migrations, governance, and privacy requirements.

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Install with agentmods
npx agentmods add skills/san-npm/skills-ws/crm-builder
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add san-npm/skills-ws --skill crm-builder
Clone the repo
git clone --depth 1 https://github.com/san-npm/skills-ws

Made for: Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for crm-builder

README.md
[![agentmods](https://agentmods.dev/badge/skills/san-npm/skills-ws/crm-builder/github.svg)](https://agentmods.dev/skills/san-npm/skills-ws/crm-builder)
Your own site
<a href="https://agentmods.dev/skills/san-npm/skills-ws/crm-builder"><img src="https://agentmods.dev/badge/skills/san-npm/skills-ws/crm-builder/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for crm-builder

Your own site · 80×15
<a href="https://agentmods.dev/skills/san-npm/skills-ws/crm-builder"><img src="https://agentmods.dev/badge/skills/san-npm/skills-ws/crm-builder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,896 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00064 $0.05896
Opus 5 $0.00032 $0.02948
Sonnet 5 $0.00013 $0.01179
Haiku 4.5 $0.00006 $0.00590

Measured 10d ago against content hash 806f1b8e958c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

crm-builder scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/crm-builder/SKILL.md · 311 lines

How it starts

The opening of the file, as written. The whole thing — 311 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Builder

How to design a CRM that sales actually uses and that survives an audit — the data model, pipeline definitions, lifecycle logic, scoring, automation, and the privacy/compliance layer most "CRM checklists" skip.

This skill is the design/architecture layer. For platform-specific operational setup (building it inside HubSpot/Salesforce/Pipedrive admin), see the sibling crm-operations. For scoring models in depth see lead-scoring; for nurture/drip flows see email-sequence; for funnel stage strategy see sales-funnel; for forecasting and GTM metrics see revenue-operations. For EU specifics see eu-legal-compliance.

First principle: every field you add is a field a rep must fill, a column you must keep clean, and a piece of personal data you become legally responsible for. Model the minimum that drives a decision or an automation. Adoption dies from data-entry burden, not missing features.


1. Pipeline Design — Stages, Entry/Exit Criteria, SLA

A stage is only legitimate if it has an objective, verifiable entry criterion (not "rep feels good"). Vague stages produce garbage forecasts. Max 6–8 stages; more causes confusion and "parking" of deals.

Reference pipelines

B2B SaaS:      Lead → MQL → SQL → Discovery → Demo → Proposal → Negotiation → Closed Won / Closed Lost
B2B Services:  Inquiry → Qualified → Scoping Call → Proposal → Contract Out → Closed Won / Closed Lost
B2C / E-comm:  Visitor → Lead → First Purchase → Repeat → VIP / Churned
PLG / Self-serve: Signup → Activated → Habit → Team Invite → Paid → Expansion

Stage definitions (B2B SaaS) — entry criterion, exit criterion, SLA

Stage Entry criterion (objective) Exit criterion (to advance) SLA / max age Default win-prob
MQL Hit marketing score threshold OR requested demo Owner assigned + first touch logged 1 business day to first touch 5%
SQL Rep confirmed ICP fit + a real problem (BANT/CHAMP qualified) Discovery call booked 3 days 10%
Discovery Discovery call held; pain + impact documented Demo agenda agreed 7 days 20%
Demo Tailored demo delivered to a decision influencer Verbal interest + next step set 7 days 40%
Proposal Pricing/scope sent in writing Proposal acknowledged + reviewed 10 days 60%
Negotiation Terms/redlines or procurement engaged Verbal yes or signature path agreed 14 days 80%
Closed Won Signed contract / payment 100%
Closed Lost Explicit no, or no response past SLA Loss reason required 0%

Read the full file on GitHub · 311 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 311 lines · 64 tokens per session scan A 806f1b8e958c

Subscribe to this mod's changes

crm-builder is a skill published in the GitHub repository san-npm/skills-ws (2 stars, last pushed 3d ago), licensed MIT. It adds 64 tokens to every session and 5,896 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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